NEW PATIENT MANAGMENT SOFTWARE
Software That Empowers Your Team to Seamlessly Manage New Patients From First Contact to Signed Contract.
One Platform to Streamline New Patient Engagement, Documents, Presentations, and Follow-Ups – Guiding Your Team Every Step of the Way.
NEW PATIENT MANAGMENT SOFTWARE
Software That Empowers Your Team to Seamlessly Manage New Patients From First Contact to Signed Contract.
One Platform to Streamline New Patient Engagement, Documents, Presentations, and Follow-Ups – Guiding Your Team Every Step of the Way.
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New Patient & Lead Management Dashboard
Equipping your team with a user-friendly yet powerful dashboard to ensure consistent follow-up with all new patients regardless of where they are in your pipeline.
Lead Outreach
Automated Engagement, No Leads Missed
Instantly engage leads with automated text, email, and call follow-ups. Seamless API integration ensures no lead falls through the cracks, maximizing conversions.
Health History & Insurance Capture
Streamlined Information Gathering
Securely collect patient health history and insurance details with a user-friendly digital interface to simplify intake. Streamline consultations and treatment planning while enhancing efficiency for both patients and your practice.
Pre-Consult Features
Prepare your patients and practice for success with tools designed to streamline onboarding and communication.
Lead Outreach
Automated Engagement, No Leads Missed
Instantly engage leads with automated text, email, and call follow-ups. Seamless API integration ensures no lead falls through the cracks, maximizing conversions.
Health History & Insurance Capture
Streamlined Information Gathering
Securely collect patient health history and insurance details with a user-friendly digital interface to simplify intake. Streamline consultations and treatment planning while enhancing efficiency for both patients and your practice.
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Documents on Demand
Secure, Paperless, and Simple to Use
Effortlessly manage unlimited document uploads, request e-signatures anytime, and securely capture ACH or credit card information—all designed to streamline your practice's workflow.
Custom Fee Sliders
Tailored for Ease of Use, Designed for Patients
SmileSuite payment sliders offer a sleek, patient-facing design. Clear visuals simplify fee discussions for patients and staff, with features like preloaded PPO fee schedules showcasing its versatility and effortless updates.
Documents on Demand
Secure, Paperless, and Simple to Use
Effortlessly manage unlimited document uploads, request e-signatures anytime, and securely capture ACH or credit card information—all designed to streamline your practice's workflow.
Custom Fee Sliders
Tailored for Ease of Use, Designed for Patients
SmileSuite payment sliders offer a sleek, patient-facing design. Clear visuals simplify fee discussions for patients and staff, with features like preloaded PPO fee schedules showcasing its versatility and effortless updates.
During-Consult Features
SmileSuite's intuitive tools streamline consultations with customizable fee schedules and real-time decision capture, enhancing efficiency, building trust, and ensuring a patient-focused experience.
Easy to Use Patient Portal
Streamline Case Presentations, Contracts, and Document Access
Empower patients with a user-friendly portal that centralizes case presentations, contracts, and essential documents in one place. Streamline interactions, enhance professionalism, and save time with easy digital access for everyone.
Post-Consultation Follow-Up
Automated Engagement and Task Management
Ensure instant prospect engagement with automatic text and email follow-ups, supported by a task dashboard to keep your team organized. Seamless follow-up systems boost efficiency and conversion rates, turning leads into loyal patients effortlessly.
A Dashboard Your Team Will Love
Simplify Task Management with Real-Time Tracking
Effortlessly manage tasks with a centralized dashboard your team will love, designed to keep everyone organized and efficient. Track, assign, and complete tasks in real time, making it simple to handle multiple priorities with ease.
Post-Consult Features
Ensure every patient feels supported and connected after their visit with SmileSuite’s comprehensive post-consultation tools.
Easy to Use Patient Portal
Streamline Case Presentations, Contracts, and Document Access
Empower patients with a user-friendly portal that centralizes case presentations, contracts, and essential documents in one place. Streamline interactions, enhance professionalism, and save time with easy digital access for everyone.
Post-Consultation Follow-Up
Automated Engagement and Task Management
Ensure instant prospect engagement with automatic text and email follow-ups, supported by a task dashboard to keep your team organized. Seamless follow-up systems boost efficiency and conversion rates, turning leads into loyal patients effortlessly.
A Dashboard Your Team Loves
Simplify Task Management with Real-Time Tracking
Effortlessly manage tasks with a centralized dashboard your team will love, designed to keep everyone organized and efficient. Track, assign, and complete tasks in real time, making it simple to handle multiple priorities with ease.
Added Benefit of Working With SmileSuite Software
Our Remote team is here when you need us most.
How SmileSuite's New Patient & Lead Management Dashboard Works
Wondering if SmileSuite's New Patient and Lead Dashboard is right for your practice?
Schedule your thirty minute demo to find out.
On-Demand Remote Support
Need help with lead follow-ups, new patient calls, or insurance verifications? SmileSuite's US-based remote team is ready to step in at a moment’s notice, providing seamless and reliable support to keep your practice running smoothly. Whether it’s assisting your Treatment Coordinator or following up with non-committed prospects, we’ve got you covered.
On-Demand Remote Support
Need help with lead follow-ups, new patient calls, or insurance verifications? SmileSuite's US-based remote team is ready to step in at a moment’s notice, providing seamless and reliable support to keep your practice running smoothly. Whether it’s assisting your Treatment Coordinator or following up with non-committed prospects, we’ve got you covered.
"Thank you for creating SmileSuite. It's such a no brainer. I only wish I'd signed up a long time ago!"
Dr. Alisa Madson
Orthodontist - St. Louis Park, MN
See why so many practices trust SmileSuite to manage their new patient pipeline.
"Thank you for creating SmileSuite. It's such a no brainer. I only wish I'd signed up a long time ago!"
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